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Citics Construction Investment Securities Company To Fund Investment As A Breakthrough Research On Brokerage Transformation Business

Posted on:2021-01-20Degree:MasterType:Thesis
Country:ChinaCandidate:J BuFull Text:PDF
GTID:2439330647954709Subject:Business Administration
Abstract/Summary:PDF Full Text Request
With the rapid growth of national economy and the steady increase of national income,the objective demand of Chinese residents for wealth management and the supply willingness of securities companies for wealth management are increasingly strong.But for a long time,the main operating profit of China's securities companies comes from the traditional brokerage business,namely the commission.With the rapid development of the financial Internet,in the competition of traditional brokerage business,due to serious business homogenization and single service mode,brokers finally choose to fight on commission and seize market share in vicious competition.As a result,the commission rate of traditional brokerage business keeps declining.The securities industry,especially the brokerage business,is highly correlated with the market situation.In recent years,the continuously depressed market situation has led to a sharp decline in the trading volume of brokerage agents.The double killing of trading volume and commission rate has led to a sharp decline in brokerage revenue.Based on citic built for the securities brokerage business transformation as the research object,the relevant concepts,theories and research,on the basis of literature review,the citic securities brokerage business operation status,the management of building the analysis of existing problems,reasons,put forward the fund to be cast surely as breakthrough brokerage business transformation,and the strategic advantage of the fund to be cast surely and yield advantage was analyzed,to based on the research of the characteristics of fund is cast surely,strategy,fully aware of the advantages of fund is cast surely,the risks and benefits,In order to provide customers with diversified,personalized,multi-level products at the same time guide customers to make long-term investment to obtain sustainable and stable income.The brokerage business of CITIC Construction Investment Securities Co.,Ltd.will also take this opportunity to cultivate customers' wealth management philosophy,actively market customers,activate dormant accounts,effectively allocate assets for customers and improve customer service quality,so as to realize effective transformation to wealth management while improving the company's business performance.In the end,the paper starts to design the plan and implementation steps of citic Construction Investment Securities Brokerage,and briefly describes the expected effect and guarantee measures of the plan.The research proves the strategic advantages of fund fixed investment,which is very targeted to solve the problems existing in the brokerage business of CITIC Construction Investment,such as the lack of differentiated competition,the disadvantages of the sale of financial products and the lack of professional expertise of employees.The income advantage of fund fixed investment provides an effective guarantee for the maintenance and appreciation of customers' assets.Therefore,the brokerage business transformation plan of Citic Jiantan Securities with the fund fixed investment as the breakthrough is feasible,which can help CITIC Jiantan Securities realize the smooth transformation from brokerage business to wealth management business.
Keywords/Search Tags:Economic Business, Wealth Management, Fund Investment
PDF Full Text Request
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